Automated payment reminders and follow-ups for overdue invoices

Purpose

1.1. Automate payment reminders and follow-ups for overdue invoices, ensuring timely payment from clients of corporate handball facilities.
1.2. Automating communication to reduce manual administrative load, standardize payment collection, and minimize bad debt.
1.3. Automatedly notify customers via multi-channel methods (SMS, email, phone, messaging) when invoices are nearing or past their due date.
1.4. Automates escalation of reminders (e.g., increased frequency or alternative communication) for long overdue accounts.
1.5. Integrates with accounting and CRM to track payment status and reminder logs.

Trigger Conditions

2.1. New invoice created with a set due date.
2.2. Invoice marked overdue in the billing or accounting platform.
2.3. No payment received by due date.
2.4. Customer status or payment state updated.
2.5. Custom time-outs, e.g., “remind 3 days before and 2 days after due date”.

Platform Variants

3.1. Twilio SMS API
• Feature/Setting: Automate SMS reminders, configure API with scheduled messages using Twilio’s Programmable SMS endpoint.
3.2. SendGrid
• Feature/Setting: Automate email reminders via SendGrid “Mail Send” API, custom email templates with dynamic invoice data.
3.3. Mailgun
• Feature/Setting: Automatedly send invoice follow-ups using Mailgun’s “Messages” endpoint and scheduling options.
3.4. Outlook 365 API
• Feature/Setting: Automate reminder email via Microsoft Graph “sendMail”; configure to trigger on overdue flag in Excel/SharePoint.
3.5. Google Workspace (Gmail API)
• Feature/Setting: Automate customized email reminders using “users.messages.send”; filter by invoice tags or labels.
3.6. Slack
• Feature/Setting: Automated reminders to finance team using Slack “chat.postMessage” API when invoice is overdue.
3.7. WhatsApp Business API
• Feature/Setting: Automate sending WhatsApp reminder via “messages” endpoint, template-based, scheduled automatedly.
3.8. QuickBooks Online
• Feature/Setting: Automate invoice status check and trigger reminders via “Invoices” and “Send Invoice” API.
3.9. Xero
• Feature/Setting: Automate reminders tied to Xero “Invoices” endpoint, custom schedule for invoice follow-up.
3.10. Zoho Books
• Feature/Setting: Automator triggers on “Invoices” module, sends automated reminders via “send_email” function.
3.11. Salesforce
• Feature/Setting: Automate trigger flows in Process Builder, use “email alert” and “outbound message” actions for reminders.
3.12. Microsoft Dynamics 365
• Feature/Setting: Automate overdue reminder workflows with “Power Automate” referencing “Invoice” entity.
3.13. HubSpot
• Feature/Setting: Automate invoice follow-up workflows with customized “Workflow” automation and “email” actions.
3.14. SAP Business One
• Feature/Setting: Automate scheduled payment reminders using the “Service Layer” API and custom notification rules.
3.15. Stripe
• Feature/Setting: Automate payment reminder emails via “Invoice” events Webhooks, and “Send Invoice” endpoint.
3.16. PayPal
• Feature/Setting: Automate invoice reminders using “Remind Invoice” API endpoint, schedule on overdue status.
3.17. FreshBooks
• Feature/Setting: Automate overdue reminders using “Invoices” and “Send by Email” API call chained with overdue filters.
3.18. Pabbly
• Feature/Setting: Automate reminder sequences via Pabbly Connect “Scheduler” and “Send Email” actions.
3.19. ActiveCampaign
• Feature/Setting: Automating triggers with “Deals” and “Automations” for overdue deals; email/reminder workflow.
3.20. Monday.com
• Feature/Setting: Automate reminders using “Automations” for overdue column, integrate with Email/SMS modules.
3.21. Trello
• Feature/Setting: Automate card due-date reminders with “Butler” automation, trigger on invoice card overdue.
3.22. Zendesk
• Feature/Setting: Automate email or SMS reminders with Tickets API based on overdue invoice-related tickets.

Benefits

4.1. Automatedly reduces manual effort spent on payment collection.
4.2. Automates escalation and ensures consistency in reminders.
4.3. Automator reduces human error and delays.
4.4. Automating follow-ups improves cash flow and financial health for the facility.
4.5. Automation ensures record-keeping and audit trails of all communications.
4.6. Automated reminders improve customer experience by providing clear, timely notifications.
4.7. Automates multi-channel engagement, increasing likelihood of payment.
4.8. Automator can integrate with reporting/dashboards for real-time visibility.